Nuts and Bolts of Thriving ESOPs

Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 2

Wednesday, August 27, 2025

3:55 PM - 4:55 PM East Coast USA Time

Location: Franklin 8-10

CE Type: CPE@@@SHRM

Moderator(s)

Alex Moss, MPPM (he/him/his)

Founding Principal
Praxis Consulting Group
Philadelphia, PA, United States

Session Leader(s)

Christine M. Hurt, CPA, MBA (she/her/hers)

Chief Financial Officer
Ayers Saint Gross, Inc.
Baltimore, Maryland, United States

Speaker(s)

Ginny Saloom

Co-Head, Managing Director, ESOP Solutions
PNC
Philadelphia, PA, United States
Kimberlene Matthews

Managing Director, Pension & Enterprise Solutions
PNC Institutional Asset Management
Chicago, IL, United States

Our case study firm has built up significant cash on the company balance sheet. How should we think about managing & investing cash in the context of working capital needs, market risk/business uncertainty, variable compensation, emerging ESOP repurchase obligations, and strategic growth opportunities. We will review our cash waterfalls, investment policy statement, growth/investment opportunities, and related materials.